March 2017 In this session we will explore the gearing options available to you and your SMSF. Limited recourse borrowing arrangements have been available to SMSF trustees who want to borrow to invest for some time now. Despite this, it is not well understood that the risks of gearing in your SMSF are different to…
Lifecycles of your SMSF
February 2017 In this session we will look at the lifecycles of your SMSF and examine the many ways the investments in your SMSF can create wealth for your retirement. Those times in your working life when you are accumulating your wealth can require different strategies to those adopted once you are in retirement. In…
Trustee Obligations Series The purpose of an investment strategy
November 2016 https://vimeo.com/191396318
Trustee Obligations Series Sole Purpose Test
November 2016 https://vimeo.com/191397283
Trustee Obligations Series A regular review of your investment objectives + strategy
November 2016 https://vimeo.com/191398510
Trustee Obligations Series Key obligations of an SMSF trustee
November 2016 https://vimeo.com/191395087
Cashflow management in retirement
October 2016 So, the big question is: how much money is enough for your retirement? Clearly, the one constant for every Australian in retirement is meeting basic living costs. Lifestyle is a very personal thing —luxury living for one person is a modest existence for someone else. Consider your own circumstances and your SMSF. Will…
Investments: What can I do with my SMSF?
October 2016 As an SMSF trustee, your investment decisions are under your control. But what can you invest in? Join SMSF Association Peter Hogan in this informative session as he explores questions including: 1. Can I invest money in my own company?2. Can I use a property within my SMSF?3. Can I invest in equipment and…
When life happens
October 2016 Your SMSF may see marriage or marriages, divorce, business success or failure, trustees ageing, death and good fortune or loss. What if your relationship with others in the fund changes? If your SMSF has more than one member, it’s a good idea to have a plan for what will happen if someone becomes ill,…